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Columbia Liberty Z (CTCFX)On Dec 4: 7.80   0.00 (0.00%)  
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Profile  As of 31-Oct-09Get Profile for:
Columbia Liberty Z
One Financial Center Boston MA 02111
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Phone: 800-345-6611
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FUND OVERVIEW 
Category:Moderate Allocation
Fund Family:Columbia
Net Assets:880.00K
Year-to-Date Return:16.91%
Yield:2.25%
Morningstar Rating:3 stars
Fund Inception Date:31-Jul-95
MORNINGSTAR STYLE BOX 
Moderate Allocation
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Colin Moore
Lead Manager since 01-Feb-08
Moore is a Chief Investment Officer of Columbia Management. He has been associated with Columbia Management or its predecessors since September, 2002. Prior to September, 2002, Moore was chief investment officer of global/international value equities and associate director of research at Putnam Investments and was director of research and chief investment officer for Rockefeller & Co.
INVESTMENT INFORMATION 
Min Initial Investment:$2,500
Min Initial Investment, IRA:$1,000
Min Initial Investment, AIP:$50
Min Subsequent Investment:$0
Min Subsequent Investment, IRA:$0
Min Subsequent Investment, AIP:$50
CTCFX can be purchased from 14 brokerages.
FUND SUMMARY 
The investment seeks total return, consisting of current income and long-term capital appreciation. The fund normally invests in a mix of equity and debt securities. It invests primarily in equity securities of companies that generally have market capitalizations in the range of companies in the S&P 500 index that are undervalued or have potential for long-term growth. The fund invests in debt securities that are rated investment grade. It may invest in mortgage- and other asset-backed securities. The fund also may invest in derivatives and foreign securities.
FUND OPERATIONS 
Last Dividend (23-Sep-09): 0.03
Last Cap Gain (10-Dec-07): 0.93
Annual Holdings Turnover 88.00%
Average for Category: 81.32%
FEES & EXPENSES 
ExpenseCTCFXCategory
Avg
Total Expense Ratio:0.81% 1.02%
Max 12b1 Fee:0.00% N/A
Max Front End Sales Load:% 5.28%
Max Deferred Sales Load:% 2.73%
3 Yr Expense Projection*: $ 259$631
5 Yr Expense Projection*: $ 450$951
10 Yr Expense Projection*: $ 1,002$1,858
* Per $10,000 invested


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